CAPTRUST FINANCIAL ADVISORS
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1512024
RALEIGH, NC
All Filings in SCHJ
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $350,081 | 14,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHJ | $322,081 | 12,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SCHJ | $342,370 | 13,725 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 SCHJ | $340,517 | 13,725 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SCHJ | $338,184 | 13,725 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCHJ | $337,642 | 13,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SCHJ | — | 6,746 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SCHJ | — | 6,746 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SCHJ | — | 7,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SCHJ | — | 6,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SCHJ | — | 8,280 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SCHJ | — | 8,280 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SCHJ | — | 8,280 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SCHJ | — | 8,280 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SCHJ | — | 10,780 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 SCHJ | — | 10,791 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 SCHJ | — | 8,455 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SCHJ | — | 18,255 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 SCHJ | — | 18,255 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 SCHJ | — | 16,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 SCHJ | — | 16,280 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||